720.808.0868 info@citadelcpa.com

In managing an estate, one of the last areas you want to spend time on is extra taxes. Whether facing a federal estate tax occurring after a relatives passing or managing an ongoing trust, our team will assist your family in ensuring your estate or trust is not adding undue stress.

We have the expertise on all tax laws and codes necessary to keep your estate running smoothly. Trust us to manage your estate once and you will never need to worry about this again. From helping you file your Form 1041 to determining state tax status, let us care for your needs.

HOW WE WORK

WHEN TO FILE ESTATE OR TRUST TAXES

One of the biggest questions we help clients face lay in determining when to file taxes for their estate or trust. If you have questions about where your income threshold lie, get in touch with us today about your specific state and how we can help you manage your estate without hassle.

MANAGING POST-MORTEM ESTATE TAXES

If you have a relative pass and inherit their estate, you might suddenly find yourself responsible for owing the federal government a substantial portion of this estate. When managing estate taxes, it is important to understand how to liquidate assets to pay these taxes and what you can do to reduce or eliminate these taxes. Let us help you manage your current estate before this occurs or manage an estate you have inherited.

NAVIGATING TAX LAW

The laws of taxes around the inheritance of estates and trusts can vary greatly depending on the state, the type of inheritance, and your relationship to the designator. No matter what your inheritance, let us be your guide in determining the best filing process and ensuring your inheritance is not improperly taxed.

NEED A CPA?

CONTACT CITADEL TODAY!

Whether you are seeking tax planning, IRS audit representation or business reorganization, Citadel CPA Group is dedicated to providing our clients with professional, personalized services. Give us a call today to find out how we can take care of your financial and business needs!